See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,068 | $183,519-80.3% | $155,509-76.8% | $145,922-75.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.62% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,281 | $5,313-75.9% | $4,672-72.6% | $4,660-72.5% |
| Participant deferral / active EE | $3,232 | $6,462-50.0% | $5,626-42.6% | $6,688-51.7% |
| Admin fee / account holder | $150 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |